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Portfolio (Quarterly) Guide ↗

CPA Asset Management Group, LLC

· CIK 0001963967
13F Portfolio $298M AUM 99 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 10 Added 30 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHEL SHELL PLC Energy 2,356.0 $219K 0.07% NEW $93.00 -9.8%
2 INTC INTEL CORP Technology 4,900.0 $216K 0.07% NEW $44.13 +172.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.0%
Industrials 14.0%
Technology 13.8%
Healthcare 8.2%
Consumer Cyclical 7.4%
Consumer Defensive 4.5%
Communication Services 3.6%
Energy 3.6%
Basic Materials 2.9%
Utilities 1.4%